Tag: Marketing

Referrals By Type Report

  If you are interested in tracking where your patients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all patients added within a particular timeframe.   To access the report, navigate to Admin..

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Referral Types at Registration

When Registering a New Patient in MedSoft, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a patient’s Referral Source. MedSoft includes a comprehensive list of Referral Sources for patients:   The referral source defaults to “Doctor,” as this is the most frequent referral..

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Patient Birthday Report

Does your clinic like to recognize patients on their birthdays? Our new Birthday report is designed to assist with this!   Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays:   The resulting Excel report will show Patient Names, Account Numbers,..

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Maximizing Your Marketing

MedSoft offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns.   To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window.   Within Contacts, you can enter all new Prospects by clicking..

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